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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,687 | $75,935+60.3% | $60,547+101.0% | $125,389-3.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -1.65% | -5.38%+3.7pp | 335.64%-337.3pp | 282.24%-283.9pp |
| Employer contribution / active EE | $2,568 | $3,438-25.3% | $2,419+6.2% | $4,866-47.2% |
| Participant deferral / active EE | $8,491 | $4,506+88.4% | $3,328+155.1% | $5,352+58.7% |
| Admin fee / account holder | -$153 | $6,768-102.3% | $4,536-103.4% | $9,541-101.6% |